$Apple(AAPL)$ AAPL's fundamentals still look solid. These lower prices could be a chance to add for the long term. I'm staying patient and holding. The stock might move up sharply before too long.
$Apple(AAPL)$ This company is revolutionary on a global scale. One quarterly earnings report isn't worth stressing over. This company has the kind of influence that could overturn an entire political party.
$Broadcom(AVGO)$ Broadcom has become more diversified over the past year. Having 6 massive customers is a big step up from when Google was effectively the only one.
$Broadcom(AVGO)$ NOV20 335C, still actionable. Zone: $323.80 to $328.36 Invalidation: close under $319.30 Objectives: $345.70, then $367.67 The math: up 6.0% to the first objective and 12.8% to the second, against 2.1% risk on the invalidation, better than 6 to 1 to the second. I like this swing because Friday flushed it to $319.30 and buyers still closed it back at $326.08, above the Oct 23 low. You are buying the washout with a clean line underneath it, not chasing a fresh high. The zone is tight and the invalidation is clear, so you know where you are wrong before the move starts. If $319.30 holds, $345.70 is the first spot to watch for buyers pushing back toward the prior close. Watch: $331.98, the Friday high. A close over it shows buyer
$Broadcom(AVGO)$ Newer traders might think they know AVGO well, but someone who has been watching it daily for years on this board might have a better read. My biggest gainer in 2025 was buying AVGX a few times. If you are fairly new here, just trade.
$Apple(AAPL)$ The earnings pop is the real test for AAPL. As long as 352.60 holds, the move stays alive. Lose that level and the pop likely fades quickly. Watching the first pullback.
$Broadcom(AVGO)$ Once the geopolitical situation settles down, money should rotate back into tech. Then a solid earnings call could follow. This still looks cheap to me. I don't care if there's some seller financing involved with Anthropic, an order is an order. Build the order book and it'll all get shipped. Timing might slide a bit, but it'll ship. $385 by year end 2026 and $500 by year end 2027.
$Amazon.com(AMZN)$ There was another reason the post-earnings drop got rejected and the stock rallied. The 39% growth number was a bit lower than the whisper number around 42%, but Amazon recorded about $2 billion more in advance payments from customers this quarter. That's money customers paid ahead of time for future cloud capacity that isn't fully ready yet. There's a post on X with the evidence, but do your own research and double check. When you count those advance payments, the underlying demand looks stronger, more like 45-46% growth. That should show up down the road once capacity is available and the customers waiting in line get served. Jassy made a point to say they add new capacity in uneven amounts
$Broadcom(AVGO)$ Smart money is moving into Broadcom. Torray Investment Partners now lists Broadcom as their largest holding in their latest 13F filing.